Kaizen #193: Creating different fields in Zoho CRM through API
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In Zoho CRM, you have the option to tailor modules according to your organization's unique needs using custom fields. These can be created manually in the module builder or via API.
From Zoho CRM API version 6, you can add custom fields via API using the below endpoint:
|
POST
{api-domain}/crm/{version}/settings/fields?module={module_API_name}
|
From Zoho CRM API version 8, additional field types like multi-select lookups, multi-user lookup additions are also supported.
This article is intended to be a guide on how to create fields through the API.
|
Field Type (UI)
|
Field Data Type
|
|
Single Line
|
text
|
|
Multi-Line
|
textarea
|
|
Email
|
|
|
Phone
|
phone
|
|
Pick List
|
picklist
|
|
Multi Select
|
multiselectpicklist
|
|
Date
|
date
|
|
Date/Time
|
datetime
|
|
Number
|
integer
|
|
Auto-Number
|
autonumber
|
|
Currency
|
currency
|
|
Decimal
|
double
|
|
Percent
|
percent (only in POST)
|
|
Long Integer
|
bigint
|
|
Checkbox
|
Boolean
|
|
URL
|
website
|
|
Lookup
|
lookup
|
|
Formula
|
formula
|
|
User (Type- Single User)
|
userlookup |
|
User (Type- Multiple Users)
|
multiuserlookup
|
|
File Upload
|
fileupload
|
|
Image Upload
|
imageupload
|
|
Rollup Summary
|
rollup_summary
|
|
Multi-Select Lookup
|
multiselectlookup
|
The fields in below JSON are common for all fields. Field types such as single line text, phone, email, date, datetime, integer, and url fields consists of the below common fields alone and there are no dependent fields for them.
|
{
"fields": [
{
"field_label": "Your Field Label",
"data_type": "<field_type>",
"length": "<length>",
"tooltip": {
"name": "static_text",
"value": "Tooltip message"
},
"profiles": [
{
"id": "<profile_id_1>",
"permission_type": "read_write"
},
{
"id": "<profile_id_2>",
"permission_type": "read_only"
}
],
"external": {
"type": "user",
"show": false
},
"crypt": {
"mode": "decryption"
}
}
]
}
|
|
Key
|
Mandatory
|
Description
|
|
field_label
|
Yes
|
Display name of the field
|
|
date_type
|
Yes
|
Field type
|
|
length
|
No
|
Max number of characters allowed for a field |
|
filterable
|
No
|
Whether field can be used in filters. When set to true, the field will be available for use in Criteria Pattern Editors. Note that it is not applicable for imageupload, fileupload, textarea, and formula fields |
|
tooltip
|
No |
Field help text; name can be static_text or info_icon
|
|
profiles
|
No
|
Access control per profile (read_write, read_only, hidden)
|
| crypt |
No
|
Whether to encrypt the field (encryption or decryption)
|
|
unique
|
No
|
Enforce uniqueness across records
|
|
hipaa_compliance_enabled
|
No
|
Enable HIPAA protection
|
|
private
|
No
|
Enable GDPR-level handling (Low or High)
|
Single line Field
The single line field is a string field that can store 255 characters, and alphanumeric and special characters. It can be used to store fields like name, company, account name, etc. To create a single line field, give data_type as text.
A single line field can be marked as an external field. An external field is used to hold a record's unique ID available in an external system.
|
{
"fields": [
{
"data_type": "text",
"field_label": "External ID",
"external": {
"type": "org",
"show": true
}
}
]
}
|
Multiline Fields
The multi line field is a string field that can be used when you need a larger string field. It accepts alphanumeric and special characters. Multiline fields are of three types: plain text small, plain text large, and rich text field.
|
Multi-line field type
|
Character limit
|
Can be marked Mandatory?
|
Can be Encrypted?
|
|
Plain text small
|
Up to 2000
|
Yes
|
Yes
|
|
Plain text large
|
Up to 32000
|
Yes
|
No
|
|
Rich text (RTF)
|
Up to 50000
|
No
|
No
|
1) Plain Text Small Field
This type of multi-line field is ideal for concise entries up to 2000 character size. To create a plain text small multi line field, give data_type as textarea and type key in text area JSON object as "small".
|
{
"fields": [
{
"field_label": "Apartment_details",
"data_type": "textarea",
"length" : 2000,
"textarea": {
"type": "small"
}
}
]
}
|
2) Plain Text Large Field
This type of multi line field is ideal for more extensive entries of up to 32000 character size. To create a plain text large multi line field, give data_type as textarea and type key in text area JSON object as "large".
|
{
"fields": [
{
"field_label": "Apartment_details",
"data_type": "textarea",
"length" : 32000,
"textarea": {
"type": "large"
}
}
]
}
|
3) Rich text Field
Rich text field is ideal when formatted text needs to be entered. The length of the entry can be up to 50000 characters. To create a plain text large multi line field, give data_type as textarea and type key in text area JSON object as "rich_text"
|
{
"fields": [
{
"field_label": "Apartment_details",
"data_type": "textarea",
"length" : 50000,
"textarea": {
"type": "rich_text"
}
}
]
}
|
Picklist Field
Picklist is a field that lets you choose a value from a set of predefined values. The pick list value accepts all alphanumeric and special characters.
To create a picklist field, give data_type as picklist .Picklist fields have dependent JSON array - pick_list_values.
- pick_list_values: This JSON array comprises the options for the picklist field. Inside the array, display_value and actual_values stores the label shown for the picklist value in the CRM UI and the actual internal value of the picklist option respectively. The colour_code field consists of the color code of the picklist option in hex format, if color code is enabled.
- enable_colour_code - Boolean value that represents whether color code is enabled for the script
- history_tracking_enabled - This key when set as true audit/history tracking for the picklist field is enabled. Users with Module Customization permission can enable picklist history tracking. You can enable tracking for one picklist field per module, and this will be applicable across all layouts.
|
{
"fields": [
{
"field_label": "Your picklist's field label",
"data_type": "picklist",
"enable_colour_code": true,
"history_tracking_enabled": true,
"pick_list_values": [
{
"display_value": "Option 1",
"colour_code": "#af38fa",
"actual_value": "Option 1"
},
{
"display_value": "Option 2",
"colour_code": "#ffd6bc",
"actual_value": "Option 2"
},
{
"display_value": "Option 3",
"colour_code": "#cfddbc",
"actual_value": "Option 3"
}
]
}
]
}
|
Global picklist Field
Global sets in Zoho CRM is a type of picklist that helps you easily manage picklist values that recur across modules. To create a global picklist, use the Create Global Picklist API. The global picklist can then be associated to a module in the below format using the Create Custom Field API.
|
{
"fields": [
{
"field_label": "Source",
"data_type": "picklist",
"global_picklist": {
"id": "72223455366"//Id of the global picklist
}
}
]
}
|
Multi-Select Picklist Field
Multi-select picklist allows you to select multiple values while creating or editing record. The pick list value accepts all alphanumeric and special characters. To create a multi select picklist, give data type as multiselectpicklist.
Note that Picklist tracking is not supported for multi-select picklists
|
{
"fields": [
{
"field_label": "Preferred working days",
"data_type": "multiselectpicklist", // Specify the data type as multiselectpicklist*
"pick_list_values": [
{
"display_value": "Monday",
"actual_value": "1"
},
{
"display_value": "Tuesday",
"actual_value": "2"
},
{
"display_value": "Wednesday",
"actual_value": "3"
},
{
"display_value": "Thursday",
"actual_value": "4"
},
{
"display_value": "Friday",
"actual_value": "5"
}
],
"pick_list_values_sorted_lexically": true,
"enable_colour_code": true
}
]
}
|
Auto Number Field
Auto Number fields are used for assigning a unique incremental number automatically to each record, making identification easy. To create an auto number field, set "data_type" as "autonumber" and include an auto_number object with the following keys:
- start_number (mandatory) – Starting value for the auto-number sequence.
- prefix (optional) – (String) to prepend to the number.
- suffix (optional) – (String) to append to the number.
- _update_existing_records (optional) – (Boolean). If set to true, updates existing records with new auto-numbers based on the current format. Default value is false.
|
{
"fields": [
{
"field_label": "Order ID",
"data_type": "autonumber",
"auto_number": {
"start_number": 1000,
"prefix": "ORD-",
"suffix": "-2025",
"_update_existing_records": true
}
}
]
}
|
Currency Field
Currency field is used to store amount values. To create a currency field, set "data_type" as "currency" and define the currency JSON object with the following keys:
- rounding_option(mandatory) – Specifies how values should be rounded:
- "normal" – No rounding.
- "round_off" – Rounds to nearest based on precision.
- "round_up" – Always rounds up based on precision.
- "round_down" – Always rounds down based on precision.
- precision(optional) – Number of decimal places displayed in the UI (e.g., 123.466 with precision 2 becomes 123.47).
- decimal_place(optional) – Maximum number of decimal places stored. Values beyond this are truncated. Max allowed decimal places: 9.
|
{
"fields": [
{
"field_label": "Deal Amount",
"data_type": "currency",
"currency": {
"rounding_option": "round_up",
"precision": 2,
"decimal_place": 3
}
}
]
}
|
Decimal Field
Decimal field is used to store decimal numbers. To add a decimal (floating point) number field, use "data_type": "double".
- length(optional) – Total number of digits allowed, including both sides of the decimal point.
- decimal_place(optional) – Number of digits to allow after the decimal point (e.g., 2 means values like 123.45).
|
{
"fields": [
{
"field_label": "Discount Rate",
"data_type": "double",
"length": 16,
"decimal_place": 2
}
]
}
|
Percent Field
This field type is used to capture percentage values, such as scores or growth rates. To create a percentage field, use "data_type": "percent".
|
{
"fields": [
{
"field_label": "Enrollment number",
"data_type": "bigint",
"length": 18,
"separator": true
}
]
}
|
Long Integer Field
Long Integer Fields are number fields that accept up to 18 digits. To create a long integer field, use "data_type": "bigint".
|
{
"fields": [
{
"field_label": "Enrollment number",
"data_type": "bigint",
"length": 18,
"separator": true
}
]
}
|
Separator: a Boolean key that indicates whether the number is formatted for better readability. It is applicable for data types integer, double, bigint. Refer to this article on changing locale information for information on how to change it.
Checkbox Field
Checkbox value allows you to select or unselect a value indicating true or false. To create a checkbox field, use "data_type": "boolean".
|
{
"fields": [
{
"field_label": "Previously Employed?",
"data_type": "boolean"
}
]
}
|
Lookup Field
Use "data_type": "lookup" to associate records from another module. The lookup JSON object defines the target module, display label, and optional filter criteria.
-
module.api_name(mandatory) – API name of the target module (get via Modules API).
-
display_label(mandatory) – Label shown in the related list.
-
query_details(optional) – Used to define lookup filters. Inside query_details JSON Object following keys are present:
-
criteria(mandatory if query_details is used) – Filter logic.
-
group_operator – "AND"/"OR" (required for multiple conditions).
-
group – Array of filter conditions. Each condition includes:
-
field.api_name: Field in the target module
-
comparator: Operator like contains, equal
-
value: Value to match
-
revalidate_filter_during_edit(optional) – If true, validates filter conditions on record edit.
|
{
"fields": [
{
"field_label": "Your lookup",
"data_type": "lookup",
"lookup": {
"module": {
"api_name": "Contacts"
},
"display_label": "Contact Lookup",
"revalidate_filter_during_edit": true,
"query_details": {
"criteria": {
"group_operator": "AND",
"group": [
{
"field": {
"api_name": "Phone"
},
"comparator": "contains",
"value": "91"
},
{
"field": {
"api_name": "Lead_Source"
},
"comparator": "equal",
"value": [
"Cold Call"
]
}
]
}
}
}
}
]
}
|
Formula Field
Formula fields are used to calculate different types of values, including numeric values, text values, date values, etc. Use "data_type": "formula" to calculate dynamic values based on other fields.
For more details on all the available usages in the formula field, refer to this help doc on formula field. The formula object defines the logic and output type.
- formula.return_type (mandatory for formula field) – Output type of the formula. Possible values: double, currency, text, date, datetime, boolean
- formula.expression(mandatory) – The actual formula logic (e.g., "Sqrt(Len(${Email}))").
- decimal_place(optional) – Number of decimal places (only for double or currency).
- number_separator(optional) – If true, formats the number using separators (default is true).
|
{
"fields": [
{
"field_label": "Total amount",
"data_type": "formula",
"formula": {
"return_type": "double",
"expression": "${Amount} + 150"
},
"decimal_place": 0,
"number_separator": false
}
]
}
|
Auto refresh formula field
These type of formula fields are used when you need an accurate time measurement whenever you view the record. The key "dynamic" set as true indicates that the field is an auto refresh formula field.
For example, the age of a deal can be calculated by comparing the created time of the deal with the current time. A condition can be given to stop computing the value of the auto refresh field.
- dynamic: When set as true, indicates that the formula field is an auto refresh field.
- stop_compute_conditionally: When set as true, indicates that the computation of field stops when the condition given in stop_compute_expression key
-
stop_compute_expression: Mandatory when stop_compute_conditionally is true. Consists of the condition for stopping computation of the auto refresh formula field.
|
{
"fields": [
{
"field_label": "Deal Age",
"data_type": "formula",
"formula": {
"expression": "Datecomp(${Created_Time},Now())",
"return_type": "double",
"dynamic": true,
"stop_compute_conditionally": true,
"stop_compute_expression": "${Probability}==100"//When the deal probability is 100, the calculation gets stopped.
}
}
]
}
|
User lookup Field
User lookup field is used to associate a specific user to a record of the module. Use "data_type": "userlookup" to add a user lookup field.
The lookup JSON object defines the key properties of the user lookup
- query_details (JSON object): Defines filters to restrict which users are selectable.
- criteria: Uses a group of field conditions (field, comparator, value) with a group_operator (AND, OR) to filter users.
- revalidate_filter_during_edit (Boolean): If true, the criteria is reevaluated on record edit for the value selected on the record creation. This option is useful when associated values or fields have changed due to updates. It allows users to re-check and confirm that the correct records are still linked when editing the record.
- sharing_properties (JSON object): Contains details of access given to users
- share_preference_enabled (Boolean): If true, enables access to the records for the users.
- share_permission (String): Defines what level of access the associated user has (e.g., "read-only", "full-access", "read-write").
|
{
"fields": [
{
"field_label": "Assigned Sales Rep",
"data_type": "userlookup",
"tooltip": {
"name": "info_icon",
"value": "Sales user responsible for this lead"
},
"lookup": {
"revalidate_filter_during_edit": true,
//associate only users from countries India, and email containing "zylker.com".
"query_details": {
"criteria": {
"group_operator": "AND",
"group": [
{
"field": {
"api_name": "country"
},
"comparator": "equal",
"value": "India"
},
{
"field": {
"api_name": "email"
},
"comparator": "contains",
"value": "@zylker.com"
}
]
}
}
},
"sharing_properties": {
"share_preference_enabled": true,
"share_permission": "read-only"
}
}
]
}
|
Multiuser lookup Field
Multi-user look up is a lookup field that lets you add multiple users to a module record. It allows you to establish many-to-many relationships between modules and users in CRM.
Multi user lookup can be added by using the data_type "multiuserlookup".
- record_access: This Boolean key when marked as true indicates that the added user has access to the record. The users selected in the multi-user lookup field will be able to 'Edit', 'Delete', 'Change the owner' of that respective record
|
{
"fields": [
{
"field_label": "Associated_Agents",
"data_type": "multiuserlookup",
"multiuserlookup": {
"record_access": true
}
}
]
}
|
File Upload Field
User data type "fileupload" to add a file upload field
|
{
"fields": [
{
"field_label": "Resume Upload",
"data_type": "fileupload",
"length": 1,// Allow only 1 file, Maximum length : 5
"tooltip": {
"name": "info_icon",
"value": "Upload the applicant's resume in PDF or DOC format"
}
}
]
}
|
Image Upload Field
User data type "imageupload" to add an image upload field
|
{
"fields": [
{
"field_label": "Profile Photo",
"data_type": "imageupload",
"length": 1, // Only 1 profile photo allowed, Maximum length 10
"tooltip": {
"name": "info_icon",
"value": "Upload a professional head shot for the employee record"
}
}
]
}
|
Rollup Summary Field
Rollup Summary is a field that aggregates or summarizes a desired related list field. Rollup Summary Fields are of two types - Custom Rollups and Predefined Rollups. You can create only custom rollups using APIs. Supported related modules for APIs are Calls, Meetings, and Tasks
- function - Indicates the mathematical function applied to calculate the rollup summary.
- field_label - Represents the label of the field as it appears in the UI.
- data_type - This must be set to "rollup_summary" for rollup summary field.
- rollup_summary - This object contains all the configuration details for the rollup field.
- return_type - Specifies the type of value returned.
- expression - Defines the calculation logic for the rollup.
- function_parameters An array containing parameters needed by the function, typically including:
- api_name: The field being summarized.
- criteria Defines the filters to apply to the related records. Each condition includes:
- group_operator: If there are multiple conditions, you should also include AND or OR as the group operator for the conditions. It consists of an array of conditions.
- group: Array element of a condition
- field
- api_name: The API name of the field.
- comparator: The comparison operator (e.g., equal, greater_than, contains).
- value: The value used in the comparison.
- function - The function to be applied to the filtered records. Allowed functions : COUNT, MAXIMUM, MINIMUM, AVERAGE, RECENT, UPCOMING, EARLIEST.
- based_on_module - Specifies the module from which to summarize related records.
- related_list - Indicates the related list within the module (e.g., "Deals", "Contacts") to summarize from.
|
{
"fields": [
{
"field_label": "Total Invoice Amount",
"data_type": "rollup_summary",
"rollup_summary": {
"return_type": "currency",
"expression": {
"function_parameters": [
{
"api_name": "Grand_Total"
}
],
"criteria": {
"group_operator": "AND",
"group": [
{
"comparator": "equal",
"field": {
"api_name": "Billing_Country"
},
"value": "United States"
},
{
"comparator": "greater_than",
"field": {
"api_name": "Invoice_Date"
},
"value": "2024-01-01"
}
]
},
"function": "SUM"
},
"based_on_module": {
"api_name": "Invoices"
},
"related_list": {
"api_name": "Invoices"
}
}
}
]
}
|
Multi-Select Lookup Field
Multi-Select Lookup Field enables you to establish a many-to-many relationship between two modules in CRM.
- multiselectlookup : The mulitselectlookup JSON object specify the linking details between the module in which the field is present and another module
- connected_details: This JSON object contains details about the module you want to connect the current module with.
- module.api_name: Specify the module API name you want to link the current module with.
- field.field_label: When connecting a module, the system creates a new lookup field in the connected module for the current module. Use this key to specify a field label in the connected module.
- linking_details: When creating a multi-select lookup field, the system creates a separate module connecting these two modules, which contains their common details. This module is called the linking module
- module: Consists of the details of the linking module.
- plural_label: Specify a plural label for the linking module.
|
{
"fields": [
{
"field_label": "Skills",
"data_type": "multiselectlookup",
"multiselectlookup": {
"connected_details": {
"module": {
"api_name": "Skills"
},
"field": {
"field_label": "SkillName"
}
},
"linking_details": {
"module": {
"plural_label": "EmpXSkill"
}
}
}
}
]
}
|
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Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assemblyJournal Entries Do Not Show Multiple Entries to the Same Account
Another basic accounting function that Books ... Accountants sometimes write journal entries, debiting and/or crediting the same account in the same entry. This is due to the need to record specific activity in an account when we pull reports especiallyBulk Writer Export
Pardon me if this has already been discussed (I can't find anything about it in these forums and my last attempt to start a thread seems to have failed). Is it possible to export more than one document at once? I would be really great to be able to burn OpenOffice.Org files of all my Zoho documents once a month to a CDR. If that feature is available/were created, this would be my main word processor. Without being able to do my own bulk backups I'm leery to count on Zoho's servers (which are robustSites API
Is there a Sites API and if so where can we find documentationExtracting phone number from variable
Hi. I've created a flow between Calendly and Zoho CRM. So when someone schedules a meeting in Calendly, there is a lead created in Zoho CRM. However, I am not able to fill in the phone number field in Zoho CRM, because the phone number is included inI can't fetch Calendly Fields
Hello, I have set up a flow to connect Calendly with Zoho CRM, A few days ago I have mentioned that I should update the Calendly app connection and I have done, After Calendly has been updated I have some issues such as Event location missing I can mapEdit a previous reconciliation
I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.FSM- are we getting there
We have now tried the FSM a couple of times. We have been defeated on the offline access. As you can imagine the enginner needs to know the customers details, the job and the equipment. This needs to be cache. Is it yet? Plus Our engineers do multipleCanvas and calendar
Is it possible to have a canvas view that shows say a contacts details with the meetings calendar on the same page?What's new in Zoho Social - Q1 recap
Hello everyone, We’ve rolled out a bunch of updates in Q1, and we’re excited to walk you through them. To help you explore these features in detail, we’re hosting a Q1 recap webinar where we’ll show you how to make the most of each update. Q1 recap webinarIgnore Auto Sales Order number generation not working
Hi, My Flow has broken and I'm no longer able to use the Ignore auto number generation function and instead use the field that came from the trigger (via Jotform) when creating a new Sales Order in Books. Any suggestions how to fix this?Split Bills/Expsense between multiple projects and/or clients
I need to be able to split vendor invoices/ expenses between multiple clients. Entering the bill multiple times is not only time consuming, it defeats the purpose of having a unquie identifity bill number and will allow for possible duplicated entry. Below is an example from Quickbooks Desktop. Splitting costs over various projects is a common job costing function that I am very sad and surprised is not an option in Zoho Books. Unless I am missing it somewhere? Thanks for your help!Vendor bills cannot be assigned to a customer or a customer project?
I'm confused on how to handle outsourced contractor expenses on a customer project. Between my business and the contractor, the invoice they send me fits obviously into Zoho Books as a Bill. However, I need to be able record those expenses to the clientAnyone using Books to track Project Profitability? If so, I could use some guidance
Hello Zoho Community. I am a recent subscriber to Zoho, and its part of an ongoing evaluation. My company (and my clients) have extensive project-tracking needs. The Projects module seems to be good from a project management standpoint, but I am perplexedIntroducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-childProblem in usage zoho
Difficulty to submit the from in my training to handle ticket on your free trialAutomation Series: Assign Subsequent Task Owner on Completion
When a project progresses, tasks get piled up over time. As new tasks are created, tracking ownership and assigning them can become time consuming. In a pharmaceutical manufacturing unit, the procurement phase involves a set of tasks such as raw materialIn-House, Non-Billable Projects
I use Zoho Projects solely for in-house projects with fixed cost budgets. Only bills and expenses need to be charged against the budget. There are no customers to be billed or invoices to be created. How can such a non-billable project be set up? As[Webinar] What's New in Zoho Analytics: Q1, 2026
To all the data enthusiasts out there, we're back again with another power-packed webinar in the What's New series! This last quarter was marked by exciting new features and product updates focused on offering you top-notch solutions. With new data connectors,Ask The Expert: Deep Dive into Zoho CRM, Desk, SalesIQ, and Campaigns!
Are you using Zoho to power your sales, support, and marketing, and have questions about configuration, automation, or best practices? We have great news: the “Ask The Expert” session is coming to the Zoho Benelux Community! This session is specificallyWorkflows being applied and the Large unwanted popup
When a workflow is being applied do to an action, then the Agent is left with a large Window asking if they would like the see the changes this workflow did. Is there any way to disable this prompt from appearing?Users I've shared the sheet with cannot use the Custom Functions
Hi, I have a Zoho Sheet worksheet that I shared to 2 colleagues, giving them full access: In that worksheet, I created a button with a custom Deluge function and it works flawlessly for me: For those I shared the worksheet to, when they click the button,Limiting the form - Zoho People
Hi Team, I would like to limit the number of form/request submissions for employees within a given month. For example, if an employee has already submitted 3 requests in the current month, they should not be allowed to submit any further requests. AnZoho Analytics: Clarification on Email Schedule Limits in Basic Plan
Hi Team, I have a question regarding the email scheduling limits in the Zoho Analytics Basic Plan. The plan shows that I can create 4 email schedules. However, I understand that schedule consumption is calculated based on recipients (i.e., 1 scheduleZoho Form not synching with Zoho CRM in CRM email template
I have in the past successfully created an email template that has access to a Zoho Form in the url link to Forms in the email template. I am in the Contact Module of the CRM and I have created a Form for contacts and mapped the two. I am using the upsertStandardize your booking forms with Centralized Customer Form
We’re excited to introduce Centralized Customer Form, a new way to manage and standardize how customer information is collected across your event types. With this feature, you can define a common set of booking form fields once and apply them across yourZoho Creator In-App Notification
Hi Team, I have implemented an in-app notification using code, as it required some customization. I followed the example in the link below: https://www.zoho.com/deluge/help/pushnotify-using-deluge.html#Example I have a couple of questions regarding thisAdd Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)
Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,Announcing Zoho Sheet desktop app for macOS and Windows (Beta)
Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that theIn App Auto Refresh/Update Features
Hi, I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users. The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps. I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With theUnable to Log In to FSM Mobile App
Hello FSM Team, We are encountering an issue when logging in to the FSM mobile app. When entering the user email, the system shows the error: “This account does not exist.” However, the same user is able to log in successfully via web (fsm.zoho.com).Clarification on “Change Owner” vs Dispatcher Role in Work Orders
Hi Mr. Abid, Good day! We would like to understand the purpose and correct usage of the “Change Owner” option in the Work Order module. As we noticed, there is an option to Change Owner in the Work Order. At the same time, there is also a separate field/roleNew Income Tax Act 2025 and Rules 2026 for India (Effective 1 April 2026)
Hello everyone, The Income Tax Act 2025 came into effect from 1 April 2026. This new law replaces the old Income Tax Act of 1961. Along with the new Act, the Income Tax Rules 2026 have also been released by the government. These updates bring practicalFacturation électronique 2026 - obligation dès le 1er septembre 2026
Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,How can I delete a user profile created ?
I can't delete custom profiles created. Why ?Search API filter/sort ignores comment-triggered modifiedTime updates
Summary When a comment is added to a Call or Account, the parent record's modifiedTime is correctly bumped. This bumped value is visible in: GET /api/v1/calls/{id} ✅ GET /api/v1/calls/search without a filter ✅ — the record's response body shows the newZOHO Cadence
Can you edit when a cadence is set to enroll? For instance, I currently have it set up to enroll three days after a new record is created that fits the custom view criteria; however, I would like to change it to enroll immediately. I do not see whereNext Page